Taha Abbasi analyzes why Tesla launching FSD in China with 1.7M+ vehicles represents a massive financial catalyst - the math behind billions in high-margin software revenue.
Taha Abbasi has been tracking the progress of Rivian’s R2 development, and the latest updates signal that this vehicle is closer to reality than many realize. From Concept to Concrete: R2 Validation Builds Are Happening Rivian CEO RJ Scaringe has been actively sharing updates on the R2’s progress, posting images of validation builds, the new … Continue reading Rivian R2 Enters Real-World Validation: What This Milestone Means for the EV Market | Taha Abbasi
Taha Abbasi here with an analysis of one of the most significant strategic decisions to come out of Tesla’s Q4 2025 earnings call: the discontinuation of the Model S and Model X. But this isn’t just about ending production—it’s about understanding why Tesla’s boldest bets have historically paid off. The End of an Era—And a … Continue reading Tesla Ends Model S and Model X Production: What It Means for the Future of EVs and Robotics | Taha Abbasi
Taha Abbasi explores how DEWALT’s revolutionary autonomous drilling robot is transforming construction timelines—cutting 9-week processes down to just 9 days. In a development that signals the accelerating convergence of robotics and construction, DEWALT has unveiled what it calls the world’s first downward drilling, fleet-capable robot. The implications for AI infrastructure buildout are staggering: 80 weeks … Continue reading Autonomous Drilling Robots Are Slashing Data Center Construction Time by 80% | Taha Abbasi
Taha Abbasi breaks down the largest fundraise in Canadian history—a $1 billion bet on autonomous vehicles with a unified AI approach that could reshape both trucking and ride-hailing. Waabi just closed an oversubscribed $750 million Series C round, with an additional investment from Uber that brings the total to approximately $1 billion. But the money … Continue reading Waabi Raises $1 Billion for Physical AI: The Same Brain for Trucks and Robotaxis | Taha Abbasi
Taha Abbasi examines the NHTSA investigation into Waymo after an autonomous vehicle struck a child near an elementary school—and what it means for the broader robotaxi industry. The National Highway Traffic Safety Administration has opened an investigation into Waymo following an incident last week in Santa Monica, California. A Waymo autonomous vehicle struck a child … Continue reading Waymo Under NHTSA Investigation: What the Santa Monica Incident Reveals About Robotaxi Safety | Taha Abbasi
Taha Abbasi explores OpenClaw, an AI agent platform that’s generating significant buzz in the developer community—and why it connects to broader themes of autonomy, robotics, and applied technology. What Is OpenClaw? OpenClaw (formerly known as Clawdbot, then Moltbot) is an open-source personal AI assistant platform created by Peter Steinberger (@steipete). Unlike traditional chatbots or voice … Continue reading OpenClaw: The AI Agent Platform Redefining What Personal Assistants Can Do | Taha Abbasi
Taha Abbasi breaks down Tesla’s latest FSD pricing change—and why it matters specifically for a subset of Tesla owners. The Update: 50% Discount for EAP Owners Tesla has quietly reduced the FSD (Supervised) subscription price to $49/month for owners who previously purchased Enhanced Autopilot (EAP). This is a significant 50% discount from the standard $99/month … Continue reading Tesla FSD Subscription Drops to $49/Month: A Cost Analysis for Enhanced Autopilot Owners | Taha Abbasi
Taha Abbasi examines the launch of New York Robotics—a new ecosystem bringing together 160 startups, 80+ industry partners, and 300+ VC firms to challenge Silicon Valley’s robotics dominance. New York has long been a fintech and media hub, but robotics? That’s traditionally been Silicon Valley and Boston territory. New York Robotics is betting that’s about … Continue reading New York Robotics Launches: 160 Startups Building the Next Physical AI Hub
Taha Abbasi analyzes Tesla’s disclosed $2 billion investment in xAI—and what it reveals about the company’s strategy to bring AI from digital environments into the physical world. Tesla’s Q4 2025 earnings report contained a notable disclosure: the company invested $2 billion in xAI “as part of their recent publicly-disclosed financing round.” The investment, according to … Continue reading Tesla’s $2 Billion xAI Investment: Taha Abbasi on Why the Physical AI Thesis Takes Shape
Taha Abbasi 